Brandywine Oak Private Wealth’s Block Inc XYZ Stock Holding History

Brandywine Oak Private Wealth’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-725	Closed	-$40K	–	660
2018 Q4	$40K	Buy	+725	New	+$51.2K	0.01%	395

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Brandywine Oak Private Wealth's XYZ Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Block Inc (XYZ) in Q1 2019, closing a stake of 725 shares — an estimated $40K sold.

Brandywine Oak Private Wealth first reported a position in XYZ in Q4 2018 and held it in 1 quarter. The position peaked at $40K in Q4 2018. 758 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Block Inc position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 725 Block Inc shares in Q1 2019, an estimated $40K.
Brandywine Oak Private Wealth first reported a position in Block Inc in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Block Inc position peaked at $40K in Q4 2018.
758 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.